bubble portfolio - New Portfolio

PUDDING

bubble portfolio
Individual Investor
Ranked #163,297 out of 766,394 TipRanks' Investors
Success Rate
65%
581 out of 894
profitable transactions
Average Return
3.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.55%
6-Month Return▲ 15.64%
12-Month Return▲ 39.62%
YTD Return▲ 22.94%
Total Return▲ 145.15%

Best Trade

Opened at
Closed at-
Gain▲ 102.50%

Bio

As a value investor, I do not just follow hot stocks. I plan to hold up to 10 different stocks or ETFs.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.47%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.82%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.00%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.93%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.77%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 4.31%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.90%
▲ 11.46%▲ 5.06%▲ 3.90%
▼ 2.25%▲ 3.53%▲ 2.47%
▲ 25.72%▲ 1.21%▲ 2.82%
▼ 4.22%▲ 2.34%▲ 3.00%
▲ 7.82%▲ 2.10%▲ 3.93%
▲ 6.02%▼ 0.89%▼ 0.77%
▲ 22.71%▲ 5.30%▲ 4.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alibaba
9.47%
▲ 1.51%
14
Open
Nov 04, 2024
Adobe
▼ 1.07%
11
Close
Nov 04, 2024
Brookfield Corporation
▲ 2.48%
90
Close
Oct 31, 2024
Brookfield Renewable Partners
▲ 3.56%
41
Close
Oct 31, 2024
Ecopetrol SA
7.7%
▼ 2.54%
22
Open
Oct 31, 2024
Brookfield Infrastructure
▲ 2.74%
26
Close
Oct 30, 2024
Intuitive Surgical
▲ 1.76%
15
Close
Oct 30, 2024
Petroleo Brasileiro SA- Petrobras
14.16%
▲ 0.81%
12
Open
Oct 30, 2024
Main Street Capital
▲ 4.65%
47
Close
Oct 29, 2024
Tencent Holdings
10.53%
▼ 2.81%
23
Buy
Oct 29, 2024
Schlumberger
▼ 2.32%
2
Close
Oct 29, 2024
Salesforce
7.04%
▲ 3.57%
21
Open
Oct 15, 2024
Visa
▲ 1.00%
16
Close
Oct 15, 2024
Energy Transfer
▲ 4.57%
96
Close
Sep 30, 2024
Vanguard Extended Duration Treasury ETF
▲ 0.37%
10
Close
Sep 30, 2024
Taiwan Semiconductor Manufacturing
▲ 0.51%
4
Close
Sep 30, 2024
iShares Core U.S. Aggregate Bond ETF
▼ 0.25%
6
Close
Sep 27, 2024
Enbridge
▲ 9.28%
68
Close
Sep 16, 2024
Apple
9.25%
▲ 2.72%
48
Open
Aug 22, 2024
Qualcomm
▲ 1.18%
19
Close
Aug 19, 2024